Compare · 4 funds side by side · dividends reinvested

FSTA, SOXX, SMH and XLE

FSTAFidelity×SOXXiShares×SMHVanEck×XLESPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$36,298SMH · best of the four

02 / 04

FSTA, SOXX, SMH and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.46%+41.3%+44.3%+15.9%+20.4%−15.0%23.3%$40.5B2.0

iShares Semiconductor ETFThematic · AI & semis0.33%0.71%+46.5%+48.5%+42.6%+23.3%−39.5%49.8%$39.1B2.5

Fidelity MSCI Consumer Staples Index ETFSectors · Consumer0.08%2.04%+19.5%+22.6%+13.5%+8.4%−9.4%15.3%$1.5B2.6

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B2.8

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: FSTA 2013 · SOXX 2001 · SMH 2011 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Consumer Staples Index ETF · $1.5B$14,948

FSTA

SOXX

iShares Semiconductor ETF · $39.1B$28,442

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

FSTAMeasureSOXX

+19.5%Year to dateJan 1 → Nov 9+46.5%

+22.6%1 yearTotal return+48.5%

+13.5%3 years · per year$10,000 became $14,627 · $29,015+42.6%

+8.4%5 years · per year$10,000 became $14,948 · $28,442+23.3%

0.08%Expense ratio$8 · $33 a year on $10k · lower is better0.33%

2.04%Trailing 12-mo yield$204 · $71 a year on $10k0.71%

−9.4%Worst dropSmaller is better−39.5%

15.3%VolatilityLower is calmer49.8%

FSTASOXX Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FSTA vs SOXX: Top 5 Holdings

Today

FSTA

50.5%in top 5

SOXX

in top 538.6%

FSTAStockSOXX

14.6%WMTnot top 5

12.2%COSTnot top 5

9.9%PGnot top 5

9.4%KOnot top 5

not top 5AMD8.9%

not top 5NVDA8.5%

not top 5AVGO8.1%

not top 5MU7.1%

not top 5INTC6.0%

4.5%PEPnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

FSTA vs SOXX Returns, Every Period

FidelityFSTA

+8.4%

5 years, per year

SOXXiShares

+23.3%

5 years, per year

FSTASOXXFaded: behind in that period

0–4SOXX wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

FSTA vs XLE

YTD

FidelityFSTA

+19.5%

XLESPDR

+41.3%

+19.5%Year to date+41.3%

−9.4%Worst drop · 1Y−15.0%

15.3%Volatility · 1Y23.3%

2.0%Yield2.5%

$1.5BAssets$40.5B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FSTA, SOXX, SMH, XLE

Today

0.08%lowest, FSTA

FundExpense ratioFee$10k

FSTA0.08%$8

XLE0.08%$8

SOXX0.33%$33

SMH0.35%$35

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: FSTA, SOXX, SMH, XLE

2.46%highest, XLE

FundTrailing yieldYield$10k

XLE2.46%$246

FSTA2.04%$204

SOXX0.71%$71

SMH0.23%$23

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$238most kept, XLE

XLE$246 − $8 = $238

FSTA$204 − $8 = $196

SOXX$71 − $33 = $38

SMH$23 − $35 = −$12

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: FSTA, SOXX, SMH, XLE

Today

69.6%most shared, SOXX and SMH

FSTASOXXSMHXLE

FSTA—0.0%0.0%0.0%

SOXX0.0%—69.6%0.0%

SMH0.0%69.6%—0.0%

XLE0.0%0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+48.5%SOXX, at 49.8% volatility

FSTAWorst drop−9.4%15.3% vol

XLEWorst drop−15.0%23.3% vol

SMHWorst drop−33.1%43.1% vol

SOXXWorst drop−39.5%49.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

XLESOXX

+41.3%Year to date+46.5%

2.5%Yield0.7%

+44.3%Past year+48.5%

0.08%Fee0.33%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026